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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,880 | $81,208+140.0% | $98,920+97.0% | $79,856+144.0% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 16.76% | 60.99%-44.2pp | 196.47%-179.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,425 | $1,960+23.7% | $2,689-9.8% | $2,471-1.9% |
| Participant deferral / active EE | $7,572 | $3,265+131.9% | $4,245+78.4% | $3,741+102.4% |
| Admin fee / account holder | $1,612 | $6,013-73.2% | $6,643-75.7% | $5,306-69.6% |